Capital World Investors’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital World Investors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-647	Closed	-$249K	–	532
2022 Q4	$249K	Buy	+647	New	+$250K	﹤0.01%	536
2021 Q3	–	Sell	-10,764	Closed	-$4.62M	–	621
2021 Q2	$4.62M	Buy	10,764 +1,286	+14%	+$539K	﹤0.01%	581
2021 Q1	$3.76M	Buy	9,478 +2,295	+32%	+$889K	﹤0.01%	567
2020 Q4	$2.68M	Buy	+7,183	New	+$2.56M	﹤0.01%	543

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors's IVV Position: Q1 2023 in Review

Capital World Investors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 647 shares — an estimated $249K sold.

Capital World Investors first reported a position in IVV in Q4 2020 and held it in 4 quarters. The position peaked at $4.62M in Q2 2021. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Capital World Investors reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Capital World Investors sold 647 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $249K.
Capital World Investors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 4 quarters.
Capital World Investors's iShares Core S&P 500 ETF position peaked at $4.62M in Q2 2021.
2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Capital World Investors's 13F filing for Q1 2023, filed 15 May 2023.